Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 12/02/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/02/13	⇓ Δwk	3/04/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,514.120		1,326.020	188.100	14.19	USD	9.81
		Panasonic	1,058.500	8/09/24	1.34	1,158.000		670.000	488.000	72.84	JPY	58.06
		Societe Generale	20.520	8/12/24	0.44	42.175		28.665	13.510	47.13	EUR	34.01
	L	HP	33.780	8/12/24	0.72	12.407		9.069	3.338	36.81	USD	32.31
	L	Morgan Stanley	94.840	8/12/24	0.13	31.430		22.600	8.830	39.07	USD	30.99
		ING Groep	15.232	8/12/24	0.21	9.538		5.968	3.570	59.82	EUR	30.04
		Carrefour	13.730	8/12/24	-0.36	28.985		20.645	8.340	40.40	EUR	29.28
		Nike	74.640	8/12/24	0.40	39.545		27.365	12.180	44.51	USD	29.13
	S	Mercedes-Benz	57.480	8/12/24	-0.57	61.220		44.985	16.235	36.09	EUR	27.73
		Axa	32.350	8/12/24	-0.77	19.260		13.125	6.135	46.74	EUR	26.70
		Aegon	5.562	8/12/24	0.22	6.546		4.462	2.084	46.71	EUR	25.97
	L	Alphabet A	162.290	8/12/24	-0.84	26.444		20.601	5.842	28.36	USD	25.55
	L	Deutsche Telekom	24.730	8/12/24	0.49	11.620		8.130	3.490	42.93	EUR	25.25
	S	Bristol-Myers	47.060	8/12/24	0.73	51.480		36.940	14.540	39.36	USD	24.68
		Microsoft	406.810	8/12/24	0.19	38.450		28.150	10.300	36.59	USD	23.45
		Bridgestone	5,582.000	8/09/24	-1.33	3,742.000		2,940.000	802.000	27.28	JPY	22.38
	L	Bayer	25.960	8/12/24	-0.04	98.550		75.570	22.980	30.41	EUR	21.83
	S	Sony	12,325.000	8/09/24	0.28	1,918.000		1,438.000	480.000	33.38	JPY	21.45
		Toyota	2,447.500	8/09/24	-0.14	1,293.000		950.000	343.000	36.11	JPY	21.22
		Marsh & McLennan	217.350	8/12/24	-1.23	47.520		37.210	10.310	27.71	USD	20.45
		Prudential	635.400	8/12/24	0.41	1,291.000		988.500	302.500	30.60	GBP	20.27
	L	Vodafone	74.440	8/12/24	0.87	226.000		167.700	58.300	34.76	GBP	19.68
		Siemens	157.200	8/12/24	0.01	97.420		77.207	20.213	26.18	EUR	19.05
		Banco Bilbao Viz	8.924	8/12/24	0.27	8.741		7.324	1.417	19.35	EUR	18.67
	L	Texas Instruments	192.060	8/12/24	-0.08	42.810		34.560	8.250	23.87	USD	18.57
		⇓instrument	freshest		⇓ Δday	12/02/13	⇓ Δwk	3/04/13	prc diff	⇓ Δ39	Curr	∅-RS
		Saint-Gobain	73.560	8/12/24	-0.41	38.960		30.055	8.905	29.63	EUR	18.24
		Honda Motor	1,420.000	8/09/24	-0.14	1,426.000		1,157.330	268.670	23.21	JPY	18.19
	L	Apple	217.530	8/12/24	0.71	19.687		15.002	4.685	31.23	USD	17.90
		Aviva	484.200	8/12/24	0.35	426.200		348.300	77.900	22.37	GBP	17.64
	L	3M	123.360	8/12/24	-0.65	127.680		103.280	24.400	23.63	USD	17.05
	S	Ford Motor	9.860	8/12/24	-2.38	17.060		12.750	4.310	33.80	USD	16.24
	L	Philips	26.060	8/12/24	-0.91	26.300		21.595	4.705	21.79	EUR	16.07
	S	Orange	10.115	8/12/24	-0.25	9.527		7.724	1.803	23.34	EUR	15.84
	S	Volkswagen	93.500	8/12/24	-0.47	196.900		162.450	34.450	21.21	EUR	15.76
	L	Raytheon Tech	116.600	8/12/24	0.39	69.421		56.092	13.329	23.76	USD	15.40
		Seven & i	1,672.500	8/09/24	-0.54	1,234.670		928.670	306.000	32.95	JPY	15.10
		General Electric	166.870	8/12/24	-0.16	213.280		186.160	27.120	14.57	USD	14.16
		Allianz	255.900	8/12/24		127.925		104.320	23.605	22.63	EUR	13.98
		Vivendi	9.488	8/12/24	0.40	18.625		15.540	3.085	19.85	EUR	13.84
	S	Johnson & Johnson	159.880	8/12/24	-0.46	94.280		77.200	17.080	22.12	USD	13.70
		JP Morgan Chase	206.190	8/12/24	0.19	56.980		49.100	7.880	16.05	USD	13.43
		Citigroup	57.840	8/12/24		52.620		42.940	9.680	22.54	USD	13.25
		Banco Santander	4.089	8/12/24	-0.24	6.480		5.757	0.723	12.56	EUR	13.09
	L	Goldman Sachs	485.500	8/12/24	-0.97	169.720		152.180	17.540	11.53	USD	12.38
	L	Pfizer	28.450	8/12/24	-0.35	31.830		27.690	4.140	14.95	USD	12.34
	L	Münchener Rück	439.200	8/12/24	1.01	161.000		137.250	23.750	17.30	EUR	12.08
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	65.280		57.420	7.860	13.69	USD	11.93
		TotalEnergies	61.720	8/12/24	0.60	44.440		38.170	6.270	16.43	EUR	11.66
		Repsol	12.765	8/12/24	0.67	19.145		16.695	2.450	14.68	EUR	11.16
	L	ABB	45.510	8/12/24	0.55	23.060		21.240	1.820	8.57	CHF	11.09
		⇓instrument	freshest		⇓ Δday	12/02/13	⇓ Δwk	3/04/13	prc diff	⇓ Δ39	Curr	∅-RS
	S	BASF	41.280	8/12/24	-0.22	78.970		71.570	7.400	10.34	EUR	10.49
	L	Fox A	38.830	8/12/24	-1.27	33.530		29.490	4.040	13.70	USD	10.49
		Telefónica	4.032	8/12/24	0.12	11.930		10.395	1.535	14.77	EUR	10.34
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,510.000		3,008.000	502.000	16.69	GBP	10.30
		Swiss Re	104.000	8/12/24	0.10	80.150		75.050	5.100	6.80	CHF	9.99
		Merck (MSD)	113.480	8/12/24	-0.93	50.180		43.340	6.840	15.78	USD	9.91
	L	Walmart	68.700	8/12/24	1.10	27.037		24.420	2.617	10.72	USD	9.17
	L	Novartis	96.740	8/12/24	0.16	60.040		53.880	6.160	11.43	CHF	8.63
	L	Procter & Gamble	166.810	8/12/24	-2.19	83.340		76.680	6.660	8.69	USD	8.07
		E.on	12.325	8/12/24	0.78	12.805		11.632	1.173	10.08	EUR	6.58
	S	Engie	15.335	8/12/24	0.49	17.175		14.430	2.745	19.02	EUR	6.21
		PepsiCo	171.420	8/12/24	-0.56	83.700		76.600	7.100	9.27	USD	6.18
		Schneider Electric	211.250	8/12/24	0.38	61.750		58.300	3.450	5.92	EUR	6.03
	L	RWE	32.360	8/12/24	1.70	27.965		28.680	-0.715	-2.49	EUR	5.63
	S	Intel	19.360	8/12/24	-1.78	23.700		21.270	2.430	11.42	USD	5.33
	L	Ericsson	71.080	8/12/24	1.14	81.150		79.300	1.850	2.33	SEK	4.85
		UBS	24.850	8/12/24	0.44	17.260		14.370	2.890	20.11	CHF	4.80
		BP	439.600	8/12/24	1.35	475.300		443.900	31.400	7.07	GBP	4.74
		Exxon Mobil	119.000	8/12/24	0.13	93.520		88.950	4.570	5.14	USD	4.41
		GSK	1,572.000	8/12/24	0.42	1,631.420		1,471.250	160.170	10.89	GBP	3.53
		L´Oreal	376.650	8/12/24	-1.59	125.250		114.700	10.550	9.20	EUR	3.40
		Rio Tinto	4,942.000	8/12/24	0.56	3,231.000		3,316.000	-85.000	-2.56	GBP	3.40
		Chevron	145.020	8/12/24	0.02	122.340		117.490	4.850	4.13	USD	3.19
	S	National Grid	978.400	8/12/24	-0.04	771.500		732.500	39.000	5.32	GBP	3.05
		Samsung Electronics	75,500.000	8/12/24	1.07	29,400.000		30,780.000	-1,380.000	-4.48	KRW	2.94
		⇓instrument	freshest		⇓ Δday	12/02/13	⇓ Δwk	3/04/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Nestlé	88.640	8/12/24	-0.40	65.600		65.450	0.150	0.23	CHF	2.89
		Deutsche Bank	13.308	8/12/24	0.14	30.101		28.219	1.881	6.67	EUR	2.89
		Canon	4,525.000	8/09/24	1.64	3,376.000		3,327.000	49.000	1.47	JPY	2.72
	L	Coca-Cola	68.170	8/12/24	-0.74	40.080		38.820	1.260	3.25	USD	2.09
	S	LVMH	635.100	8/12/24	-0.14	138.300		131.400	6.900	5.25	EUR	1.64
		Sanofi	95.670	8/12/24	-0.60	77.230		72.760	4.470	6.14	EUR	1.00
		Barclays	220.100	8/12/24	0.85	270.250		277.492	-7.242	-2.61	GBP	0.28
	S	Kimberly-Clark	34.140	8/12/24	-1.01	38.930		41.430	-2.500	-6.03	MXN	0.22
	S	McDonald´s	269.460	8/12/24	0.58	96.510		95.070	1.440	1.51	USD	0.07
	S	Diageo	2,451.500	8/12/24	1.03	1,926.000		1,975.000	-49.000	-2.48	GBP	-1.71
		Shell	33.025	8/12/24	0.93	24.570		25.295	-0.725	-2.87	EUR	-2.24
	L	HSBC	643.900	8/12/24	0.22	677.300		710.000	-32.700	-4.61	GBP	-2.82
		Caterpillar	336.030	8/12/24	-0.66	84.250		89.750	-5.500	-6.13	USD	-3.00
	S	Nissan Motor	410.200	8/09/24	-0.56	928.000		934.000	-6.000	-0.64	JPY	-3.53
	L	Unilever	55.100	8/12/24	-0.36	28.705		30.175	-1.470	-4.87	EUR	-4.33
	L	Philip Morris	116.090	8/12/24	0.07	85.070		92.360	-7.290	-7.89	USD	-4.84
		BHP	2,094.000	8/12/24	-0.14	1,822.000		2,037.000	-215.000	-10.55	GBP	-5.78
		Standard Chartered	722.000	8/12/24	0.92	1,438.000		1,780.000	-342.000	-19.21	GBP	-7.99
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.390		11.350	-0.960	-8.46	AUD	-8.28
		IBM	189.480	8/12/24	-1.03	177.480		205.190	-27.710	-13.50	USD	-8.79
	L	Anglo American	2,232.500	8/12/24	0.29	1,293.000		1,849.000	-556.000	-30.07	GBP	-19.18
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 12/02/13 / 3/04/13 - 78 did rise, Market-Ratio(39) = 82.11 %

Technical Chart

	SP Global 100 RS = 39 - B/S = 55/40

1/03/22	scale up chart	7/01/24

Transactions SP Global 100 * A39 - 55/40 (1)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		1/14/08	742		- cash -
short	1/14/08	7/06/09	539		Citigroup	100	34	USD	290.600	27.900	3,026.823	2,736.223	942	103,032	389
long	7/06/09	8/01/11	756		Ford Motor	100	17,918	USD	5.750	12.350		6.600	115	221,290	45
short	8/01/11	4/30/12	273		Carrefour	100	11,020	EUR	20.080	15.175	26.570	6.490	32	292,815	45
long	4/30/12	10/20/14	903		Apple	100	14,039	USD	20.856	24.940		4.084	20	350,146	7
short	10/20/14	11/03/14	14		Deutsche Bank	100	16,251	EUR	21.545	22.134	20.956	-0.589	-3	340,572	-51
long	11/03/14	8/24/15	294		Apple	100	12,452	USD	27.350	25.788		-1.563	-6	321,116	-7
short	8/24/15	9/12/16	385		RWE	100	24,290	EUR	13.220	14.645	11.795	-1.425	-11	286,503	-10
long	9/12/16	7/02/18	658		Anglo American	100	34,960	GBP	8.195	16.440		8.245	101	574,748	47
short	7/02/18	7/15/19	378		Deutsche Bank	100	62,889	EUR	9.139	6.885	12.131	2.992	33	762,905	31
long	7/15/19	3/09/20	238		LVMH	100	2,007	EUR	380.050	338.000		-42.050	-11	678,511	-16
short	3/09/20	12/07/20	273		DuPont	100	19,303	USD	35.150	65.430	4.870	-30.280	-86	94,016	-93
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1,629	EUR	57.700	57.390		-0.310	-1	93,511	0
short	3/07/22	3/21/22	14		Vivendi	100	8,706	EUR	10.740	11.750	9.730	-1.010	-9	84,718	-92
long	3/21/22	6/13/22	84		Chevron	100	514	USD	164.640	167.330		2.690	2	86,101	7
short	6/13/22	12/05/22	175		Philips	100	4,050	EUR	21.255	14.250	31.704	10.449	49	128,417	130
long	12/05/22	12/19/22	14		Merck (MSD)	100	1,167	USD	110.010	109.440		-0.570	-1	127,752	-13
short	12/19/22	1/23/23	35		Credit Suisse	100	45,970	CHF	2.779	3.150	2.408	-0.371	-13	110,697	-78
long	1/23/23	10/23/23	273		Münchener Rück	100	339	EUR	325.700	372.100		46.400	14	126,427	19
short	10/23/23	12/11/23	49		Pfizer	100	4,099	USD	30.840	28.640	33.209	2.369	8	136,137	74
long	12/11/23	8/12/24	245		Intel	100	3,056	USD	44.540	19.360		-25.180	-57	59,187	-71
accum	1/14/08	8/12/24	6727	days out of 7469 invested (90%)								492		59,187	10

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Citigroup	short	1/14/08	7/06/09	539	290.60	27.90	3,026.82	2,736.22	941.58	941.58
Ford Motor	long	7/06/09	8/01/11	756	5.75	12.35		6.60	114.78	114.78
Anglo American	long	9/12/16	7/02/18	658	8.20	16.44		8.25	100.61	100.61
Philips	short	6/13/22	12/05/22	175	21.26	14.25	31.70	10.45	49.16	49.16
Carrefour	short	8/01/11	4/30/12	273	20.08	15.18	26.57	6.49	32.32	32.32
Deutsche Bank	short	10/20/14	11/03/14	14	21.55	22.13	20.96	-0.59	-2.73
	short	7/02/18	7/15/19	378	9.14	6.89	12.13	2.99	32.74	29.11
Münchener Rück	long	1/23/23	10/23/23	273	325.70	372.10		46.40	14.25	14.25
Apple	long	4/30/12	10/20/14	903	20.86	24.94		4.08	19.58
	long	11/03/14	8/24/15	294	27.35	25.79		-1.56	-5.71	12.75
Pfizer	short	10/23/23	12/11/23	49	30.84	28.64	33.21	2.37	7.68	7.68
Chevron	long	3/21/22	6/13/22	84	164.64	167.33		2.69	1.63	1.63
Merck (MSD)	long	12/05/22	12/19/22	14	110.01	109.44		-0.57	-0.52	-0.52
Mercedes-Benz	long	12/07/20	3/07/22	455	57.70	57.39		-0.31	-0.54	-0.54
Vivendi	short	3/07/22	3/21/22	14	10.74	11.75	9.73	-1.01	-9.40	-9.40
RWE	short	8/24/15	9/12/16	385	13.22	14.65	11.80	-1.43	-10.78	-10.78
LVMH	long	7/15/19	3/09/20	238	380.05	338.00		-42.05	-11.06	-11.06
Credit Suisse	short	12/19/22	1/23/23	35	2.78	3.15	2.41	-0.37	-13.35	-13.35
Intel	long	12/11/23	8/12/24	245	44.54	19.36		-25.18	-56.53	-56.53
DuPont	short	3/09/20	12/07/20	273	35.15	65.43	4.87	-30.28	-86.15	-86.15

Annotations

2/28/24	Seven & i	stock split 1:3 (three for one)
2/26/24	Walmart	stock split 1:3 (three for one)
9/28/23	Honda Motor	stock split 1:3 (three for one)
7/18/22	Alphabet A	stock split 1:20 (twenty for one)
	GlaxoSmithKline	demergers OTC business -> Haleon
9/29/21	Toyota	stock split 1:5 (five for one)
8/02/21	General Electric	reverse stock split 8:1 (eight become one)
4/03/20	Raytheon Tech	spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger
5/04/18	Samsung Electronics	stock split 1:50 (fifty for one)
10/04/16	SP Global 100	EMC² removed (acquired by Dell)
9/12/16	E.on	demerger of Uniper (power plants) 10 + 1 (one additional Uniper for ten E.on)
12/24/15	Nike	stock split 1:2 (two for one)
11/02/15	Hewlett-Packard	forward stock split 1000:2202 (two thousand two hundred and two for one thousand)
	Hewlett-Packard	spin-off of HP Enterprise
10/02/15	Google A	changes name to Alphabet
4/24/15	GDF Suez	changes name to Engie


	is taking down something concerning